← All themes Electrification & Grid

Energy Storage

Energy storage smooths the mismatch between intermittent generation and demand, and increasingly earns money on grid services rather than on arbitrage alone. Falling cell costs keep widening the set of viable projects.

26 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
201	Fjarde Ap-fonden Stockholm, Sweden	$126M	+$109M	1	1.28%	New
202	Pathstone Holdings Englewood, New Jersey	$124M	+$2.92M	7	0.55%	Increased
203	PNC Financial Services Group Pittsburgh, Pennsylvania	$123M	+$12.1M	7	0.08%	Increased
204	Varma Mutual Pension Insurance Co Helsinki, Finland	$123M	+$11.6M	1	0.97%	Increased
205	Hudson Bay Capital Management Stamford, Connecticut	$122M	+$107M	1	0.5%	New
206	Natixis Paris, France	$122M	-$83.3M	2	0.69%	Reduced
207	Candriam SCA Strassen, Luxembourg, Luxembourg	$122M	-$40.2K	3	0.7%	Reduced
208	Utah Retirement Systems Salt Lake City, Utah	$120M	+$456K	1	1.36%	Increased
209	Zurich Insurance Group Zurich, Switzerland	$119M	+$103M	1	1.01%	New
210	EARNEST Partners Atlanta, Georgia	$116M	-$3.64M	2	0.5%	Reduced
211	Viking Global Investors Stamford, Connecticut	$114M	+$99.5M	1	0.42%	New
212	Employees Provident Fund Board Shah Alam, Malaysia	$114M	-$35.1M	1	1.56%	Reduced
213	Cresset Asset Management Chicago, Illinois	$113M	+$7.63M	5	0.44%	Increased
214	HB Wealth Management Atlanta, Georgia	$111M	+$4.45M	2	1.19%	Increased
215	Swiss Life Asset Management Zurich,	$110M	-$3.68M	1	1.25%	Reduced
216	Cerity Partners New York	$109M	+$24.1M	5	0.24%	Increased
217	Capital International Sarl Los Angeles, California	$109M	+$13.5M	1	2.8%	Increased
218	Comerica Bank Dallas, Texas	$109M	+$440K	6	0.43%	Increased
219	New York Life Investment Management New York	$108M	-$2.81M	1	1.05%	Reduced
220	GTS Securities Miami, Florida	$106M	-$17.4M	4	0.23%	Reduced
221	Third Point New York	$105M	+$91.2M	1	1.41%	New
222	AMF Tjänstepension Stockholm, Sweden	$104M	-$46.9M	1	0.74%	Reduced
223	CloudAlpha Capital Management Hong Kong	$103M	-$20.8M	1	6.04%	Reduced
224	Sanctuary Advisors Indianapolis, Indiana	$101M	+$12.2M	4	0.64%	Increased
225	Marsico Capital Management Denver, Colorado	$101M	+$10.9M	1	2.81%	Increased